Step 1: Set up CRM Integration in Ajera

Not available in ajeraCore or ajeraCore + add-ons

Before you begin

  • If you have purchased CRM on premise, make sure you have CRM installed. If you have purchased the SaaS version of CRM or have purchased Simple CRM make sure you have your URL used to log in.

  • Make sure you have your external server address set up in Ajera. This is required. (Company > Preferences > System Setup tab)

Ajera SaaS only: This is automatically filled in for you when you turn on CRM.

  • Obtain your CRM information (server name, database name, user name, password, or URL used to log in).

To set up the integration

  1. From > Setup menu, click Company > Preferences > Integration tab.

Multi-Company only: From > Setup menu, click Company > Companies > Integration tab.

  1. Click the CRM tab.
  2. Check the CRM Active box.
Note:

When you enable CRM, the integration client and integration vendor from the contact record will now be pre-populated based on the information on the Contacts tab for the client and vendors.
  1. In the CRM Type section, select whether you are using Ajera CRM / CRM Plus or Simple CRM.
  2. In the Connection section, enter your:
Server URL

The URL path to the API mapping for Ajera CRM.

By default this will be where you install Ajera CRM but the URL can be customized in IIS.

It will always end in visionws.asmx except when using Vantagepoint CRM. For example: http://ajeraserver/AjeraCRM/visionws.asmx

If you are using Ajera CRM SaaS or Deltek CRM, the server URL is the url you use to login to Ajera instead of ajeraserver

Ajera CRM will be http://crmSaaSserver/AjeraCRM/visionws.asmx

Deltek CRM will be http://crmSaaSserver/AjeraCRM/vision.asmx

Vantagepoint CRM will be http://vantagepointsaasserver/vantagepoint
Database Name

The name of your CRM database.

If you are using Ajera CRM you can find your database name in the Help > About > System Info screen.

If you are using Deltek CRM you can find your database name in the ? > About screen. Click on the question mark in the upper right corner and select About. The database name appears on the screen.

If you are using Vantagepoint CRM you can find your database name in the ? > About screen. Click on the question mark in the upper right corner and select About. The database name appears on the screen.
User Name

Your CRM user ID.

In CRM, make sure API Access option Allow Access to SOAP API in Role setup is checked for this user if you are not using Vantagepoint API.
Password Your CRM password.
Org Subcode Filter (Multi-Company, Ajera CRM, CRM Plus only)

Enter the Org Subcode that represents the company in Ajera CRM.

If multi-company is enabled in Ajera, CRM needs to have Organization levels set up to mimic the companies in Ajera.

For more information, view Using multi-company in the CRM.

You can find a list of your Organization subcodes in Ajera CRM > Configuration > Organization > Codes. This is usually level 1 of the code.

Note: The integration will pick up any levels under the subcode associate with the company.
  1. In the Vantagepoint API Authorization section, enter the following information:
Enable Vantagepoint API Select this option to enable the Vantagepoint API
Map list information Select this option to map the list information
Sync Business Development

Select this option to map business development information, such as final disposition stage and percent chance of winning, from CRM to your business development phases
Client ID

Enter your client ID

This can be found in Vantagepoint from Utilities > Integrations > API Authorizations
Client Secret

Enter your client secret

This can be found in Vantagepoint from Utilities > Integrations > API Authorizations
  1. Click Test CRM Settings.

This will verify the Ajera CRM credentials and server URL are valid.

  1. In the Auto Run section, select your frequency. You can choose:

None

It will not run automatically
Every X Hours It will automatically run every "X" hours. Requires you to select a number of hours.
Daily It will automatically run daily. Requires you to select the hour of the day you want it to run.
Weekly It will run automatically weekly. Requires you to select the hour of the day and a day of the week.
Monthly It will run automatically monthly. Requires you to select the hour of day and a day of the month.

Select None until you are ready to sync.

  1. In the Clients section,
  • Bi-directional updates: Updates are pushed from CRM to Ajera and from Ajera to CRM.
  • CRM to Ajera only: Updates are only pushed from CRM to Ajera.
  • Use Primary Address: Select this option to sync the CRM Primary Address with the address in Ajera.
  1. In the Contacts section,
  • Bi-directional updates: Updates are pushed from CRM to Ajera and from Ajera to CRM.
  • CRM to Ajera only: Updates are only pushed from CRM to Ajera.
  • None: No contacts will be synced.
  1. In the Employees section,
  • Sync to CRM: Employees will sync to CRM.
  • None: No employees will sync to CRM.
  1. In the Vendors section:
  • Sync to CRM: Vendors will sync to CRM.
  • None: No vendors will sync to CRM.
  1. In the Template section, select the project template you want to use for imported projects.

The template selection will determine the phase structure of the projects created from Ajera CRM.

Note:

If your templates do not include a rate table, invoice format, and phases they will not show up in the list of templates to choose from.

Multi-Company only: Setup up a template for each company in Ajera. Assign the company to the appropriate template in Setup > Project Templates and assign the template here.

  1. If using Vantagepoint CRM, enter your Vantagepoint API Authorization and select if you want to map List Information and Sync Business Development.
  2. Click Save.
  1. An Integration Dashboard, CRM integration log widget, CRM Sync Details, and CRM Sync Details Admin tab are imported.

Navigate to the widgets and set up the Tab security.

  1. Assign access to sync to CRM option for employees who should have access to manually sync.
  1. From > Setup > Company > Roles, select a role.
  2. From the File tab, check the Sync to CRM check box.

  1. Turn on Widget Design mode, navigate to the widgets and set up tab security to Assign Role or Employee Access to the new dashboards.